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LVAFX LSV Global Managed Volatility Investor Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are International Business Machines Corp (NYSE:IBM), Comcast Corp (NASDAQ:CMCSA), Amgen (NASDAQ:AMGN), Bristol-Myers Squibb Co (NYSE:BMY), CVS HEALTH Corp (NYSE:CVS), Gilead Sciences (NASDAQ:GILD), McKesson Corp (NYSE:MCK), Kroger Co (The) (NYSE:KR).

Industry description

The investment seeks long-term growth of capital. The fund invests primarily in equity securities of companies located throughout the world. Normally, it will invest in at least three countries, including the United States, and at least 40% of its assets will be invested in non-U.S. companies, in both developed and emerging market countries. Although the fund may invest in securities of companies of any size, it generally invests in companies with market capitalizations of $100 million or more at the time of purchase.

Market Cap

The average market capitalization across the LSV Global Managed Volatility Investor MF is 103.39B. The market cap for tickers in the group ranges from 3.51M to 189.54B. IBM holds the highest valuation in this group at 189.54B. The lowest valued company is NOVN at 3.51M.

Volume

The average weekly volume growth across all stocks in the LSV Global Managed Volatility Investor MF was 30%. For the same stocks of the MF, the average monthly volume growth was 97% and the average quarterly volume growth was 39%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 37
P/E Growth Rating: 40
Price Growth Rating: 37
SMR Rating: 56
Profit Risk Rating: 36
Seasonality Score: 3 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ForeignLargeValue

Profile
Fundamentals
Details
Category
Global Large-Stock Value
Address
Advisors Inner Circle FundOne Freedom Valley DriveOaks
Phone
855-842-3863
Web
www.hamlinfunds.com
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LVAFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, LVAFX has been closely correlated with TEDIX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if LVAFX jumps, then TEDIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To LVAFX
1D Price
Change %
LVAFX100%
-0.34%
TEDIX - LVAFX
83%
Closely correlated
+0.16%
FMDRX - LVAFX
83%
Closely correlated
+0.15%
TEDSX - LVAFX
83%
Closely correlated
+0.16%
TEDRX - LVAFX
82%
Closely correlated
+0.16%
DOXWX - LVAFX
62%
Loosely correlated
-0.73%
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